March 28th, 2019 Release
Our second release for March is a great mix of new features, improvements and bug fixes and is another step towards making OfficeRnD even greater product.
March comes with a big bag of awesome new integrations, features, internal improvements and bug fixes. All of these are highlighted in this post and we are more than sure you will enjoy all of them.
— TL;DR —
We are thrilled to bring the power of one of the most widely used CRM platforms to OfficeRnD. HubSpot lets you fill your CRM with website visitors through lead flows and collected forms tools. With this integration, you can quickly sync these leads to OfficeRnD and vice versa, thus saving you time and streamlining the communication between your sales and operation teams.
HubSpot integration can be Activated and Configured through Settings -> Integrations and you can start syncing information from your CRM to standard and custom properties of OfficeRnD’s Members, Companies and Opportunities.
The configuration of the integration acts as an interpreter between OfficeRnD and HubSpot. Depending on how you set up the mappings in the integration you can define which team changes should take precedence. As an example, when the sales team moves a deal between its different stages, the properties of that deal should always override the settings of the corresponding opportunity in OfficeRnD, which is why the direction of the mapping should be one-way – from HubSpot to OfficeRnD.
And because OfficeRnD is native to multiple locations our integration with HubSpot is also easy to set up with multiple locations. In the locations mapping section, you need to specify the property that defines which HubSpot companies and contacts should be synced to the different locations in OfficeRnD and you are good to go.
There are tons of opportunities emerging from this integration and because we know you will be eager to try it out we have published a detailed article here helping you configure your sync.
We are introducing two new options for payment gateways integrations – Forte and Placepay. They are an addition to our ever-growing list of payment providers OfficeRnD integrates with.
Both of these new integrations enable your members to pay for services and memberships directly from OfficeRnD using a Credit Card or ACH transactions. We also support multi-location with both so you can connect each location you have to a separate account and differentiate the bank accounts collecting the memberships fees.
We heard from many of you that filtering the invoices list in Billing -> Invoices only by month is just not enough. This is why today we are introducing a new selector which will help you filter your invoices from/to specific dates.
We are also planning to introduce this in the Companies and Members view pages but this will come with the re-do of these views which is coming soon ( Shhh….this is a secret 😛 )
Following is the list with all changes and updates included in this release of OfficeRnD:
We are constantly working on many new features, improvements, and fixes. Use our support channels if you want to submit feedback.